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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
Back Dated Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Benzinga's Top Ratings Upgrades, Downgrades For January 13, 2023
January 13, 2023
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AN
AON
AQN
AWI
Tags
TSLA
Intraday Update
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Wendy's Clocks 13.4% Preliminary Top-Line Growth In Q4; Doubles Dividend; Redesigns Organization
January 13, 2023
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January 13, 2023
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WEN
From
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Subway's Potential Sale: Eat Fresh for $10 Billion or More
January 12, 2023
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JACK
MCD
PZZA
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January 05, 2023
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Wendy's Stable Same-Store Sales Prompts 8% Price Target Hike By This Analyst
January 03, 2023
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Benzinga
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Restaurants will probably have to raise prices even more next year to meet Wall Street expectations, analysts say
December 21, 2022
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Benzinga's Top Ratings Upgrades, Downgrades For December 15, 2022
December 15, 2022
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AJG
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Muscle Maker's Strategic Partnership With AGGIA Could Be Pivotal As The Company Continues To Grow Its Franchise And Global Footprint
December 08, 2022
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GRIL
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MCD
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WEN
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Wendy's vs. Restaurant Brands International: Which Is the Better Dividend Stock?
November 30, 2022
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Tags
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November 21, 2022
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November 10, 2022
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The Wendy's Company (WEN) Q3 2022 Earnings Call Transcript
November 09, 2022
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Wendy's Bottom-Line Manages To Beat Street View; Clocks 13% Sales Growth
November 09, 2022
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Investors are getting good at expecting the worst. Here’s what the smart worriers should be doing now, says this strategist.
November 09, 2022
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Earnings Scheduled For November 9, 2022
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Disney, GM Got Are CNBC 'Fast Money' Mentions; Jon Najarian Sees Unusual Options Activity In These Stocks
September 09, 2022
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
September 09, 2022
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BABA
CVNA
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Expert Ratings for Wendy's
September 08, 2022
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Benzinga's Top Ratings Upgrades, Downgrades For September 8, 2022
September 08, 2022
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ALYA
AMD
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McDonald’s testing a ‘Chicken Big Mac’ in the U.S. after the sandwich sold out in the U.K.
August 22, 2022
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Tags
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QSR
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Weekend Stock Spotlight: Jury Tells Ford To Pay $1.7B To Family, T-Mobile Hedge Fund Favorite And Why Bitcoin, Stocks Are Linked
August 20, 2022
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From
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The Wendy's Company (WEN) Q2 2022 Earnings Call Transcript
August 10, 2022
Tickers
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Tags
WEN
Market News
Recent Press Releases
From
Motley Fool
Peak Inflation: July CPI Report Was Much Better Than Expected
August 10, 2022
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BAM
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Partner Content
NVDA
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Benzinga
Wendy's Reports Mixed Q2 Earnings; Boosts FY22 EPS Forecast
August 10, 2022
Tickers
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Tags
WEN
News
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From
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